Resources
Downsizing Made Easy: Smart Housing for Retirement
Retirement isn’t just about how much you’ve saved—it’s also about how you choose to live. For many retirees, one of the most influential financial decisions may not be in the stock market, but in the home they live in. Housing expenses are often the single largest...
Discover Purpose and Income in Your Retirement
For decades, retirement was imagined as a time to step away from work entirely—travel, relax, and enjoy the fruits of years of labor. Today, the reality is more nuanced. Many retirees are embracing side hustles—part-time work, consulting, or passion projects that...
The Retirement Reset at 50: Course-Correcting Your Finances in the Final Stretch
Turning 50 can prompt reflection—both personally and financially. With retirement on the horizon, many people begin asking: “Am I really on track?” For some, the answer may be uncertain. Life events like prioritizing children’s education, managing a mortgage, or...
Retirement in the Gig Economy: Navigating Health, Income, and Benefits Without an Employer
The traditional model of retirement, built around employer pensions, group health benefits, and regular 401(k) contributions, is evolving. Today, more Americans are earning income through freelance work, contract gigs, rideshare driving, and other forms of...
Digital Legacy Planning: Protecting Your Accounts, Passwords, and Online Assets for Heirs
When most people think of estate planning, they consider wills, trusts, property deeds, financial accounts, and intellectual property. But in today’s digital world, that’s only part of the picture. From online banking and cloud storage to digital currencies and email,...
Bridging Retirement and Healthcare: Funding Long-Term Care Without Derailing Your Nest Egg
Retirement is often envisioned as a time of freedom—traveling, spending more time with family, and focusing on the activities they love. Yet one critical factor can alter these expectations: the rising cost of healthcare expenses, particularly long-term care services....
Managing Big Life Events in Retirement: Divorce, Remarriage, Relocation & Longevity Shocks
Retirement often marks a new beginning. For many, it’s the time to explore passions, prioritize well-being, and enjoy the fruits of a lifetime of planning. But life rarely moves in straight lines. Some of the biggest transitions—such as divorce, remarriage, moving to...
Essential Guide to Estate Planning Essentials for Everyone
Retirement planning involves more than managing investments and income. A comprehensive estate plan should also address the possibility of incapacity and the need for others to make financial and health care decisions on your behalf. Two foundational tools in this...
How Healthcare Costs Factor into Retirement Planning: Medicare, Medigap, and Long‑Term Care
Healthcare is one of the most significant—and often underestimated—expenses in retirement. Even with Medicare coverage, out-of-pocket medical costs, insurance premiums, and long-term care expenses can meaningfully impact financial security in later life. This blog...
Debunking Myths About Social Security Optimization
Social Security benefits form a cornerstone of retirement income for millions of Americans. Yet, confusion about when and how to claim these benefits often leads to costly misconceptions. Even though information is abundant, myths about Social Security still...